Bruce Deck work email
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Tax and insurance specialist team member providing comprehensive advanced financial strategies for Ultra-HNW clients, with a curiosity for learning, investigating and investing since the age 10. Certified advisor on stewardship, philanthropy, and the journey of generosity, to create a life of generous giving and purpose. Dedicated father, husband, and friend.
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PresidentDfa CorpVancouver, Bc, Ca
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PresidentDeck Family Assets Corp. Apr 2016 - PresentBritish Columbia, CanadaPrivate investment company, with a segment focused on providing seed capital, bridge financings, and Series A funding to select start up and micro-cap companies. Specializing in the launch of disruptive technologies, including Econveyance by RemoteLaw (now Dye & Durham - TSX: DND), Qtrade Investor Services Inc.(Aviso Financial Services) and Beyond Oil Ltd. (CSE: BOIL)
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Regional Manager, Advanced Tax PlanningInfinity Financial Solutions Inc. Oct 2016 - PresentBritish Columbia, CanadaCultivate relationships with Financial Advisors and CPAs to provide advanced planning solutions to their business owners, or Ultra-HNW clients with the goal of enhancing the company or individual's situation, through comprehensive tax strategies not presently implemented. Tax reduction, tax elimination and tax succession planning can make more of an impact on a client's wealth than any other area in their lives. -
Senior Business Analyst & ConsultantFcm Inc. Apr 2016 - Dec 2020Vancouver, Canada AreaWorked alongside the CEO and CIO in the assessment and research on business strategies & macro portfolio pension / endowment modeling to produce improved results within the various solutions provided to institutional and retail clients. Engaged the executive team to expand the original vision of the business to implement strategies, that created opportunities, which resulted in a substantial increase in AUM and profits on a continuous basis.
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Senior Vice PresidentWspmc May 2007 - Mar 2016British Columbia, CanadaDevelopment corporate goals and objectives regarding advanced planning strategies for HNW & UHNW clients through collaborative implementation with their CPAs & Lawyers.
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Branch ManagerRaymond James Apr 2004 - Apr 2007British Columbia, CanadaResponsible for branch development, sales, marketing, team leading, along with portfolio research & advanced planning strategies. Worked with the National Advisor Panel on Private Client solutions with third-party managers. -
Chair Of The Strategic Advisory CouncilEconveyance / Remotelaw Jan 2000 - Dec 2005VancouverWorked directly with the executive and board to develop the successful SaaS business model, which enabled lawyers, banks, realtors and the land title branch of BC to collaborate online in one system for real estate conveyancing. Identified market opportunities, road blocks, pricing models, market penetration and strategic alliances. Helped with the structuring and financing of various types of capital raises and NRC grants during the years of private ownership before going public.
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Frequently Asked Questions about Bruce Deck
What company does Bruce Deck work for?
Bruce Deck works for Dfa Corp
What is Bruce Deck's role at the current company?
Bruce Deck's current role is President.
What is Bruce Deck's email address?
Bruce Deck's email address is bd****@****lus.net
What skills is Bruce Deck known for?
Bruce Deck has skills like Wealth Management, Certified Financial Planner, Financial Services, Business Strategy, Strategic Planning, Retirement And Income Strategies, Business Development, Project Management, Strategic Negotiations, Cross Functional Team Leadership, Revenue And Profit Growth, Business Relationship Management.
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